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JPMorgan Chase
JPM

Overview Fund Activity

2,197 hedge funds and large institutions have $248B invested in JPMorgan Chase in 2017 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 858 increasing their positions, 976 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,197
Holders Change
+4
Holders Change %
+0.18%
% of All Funds
54.86%
Holding in Top 10
573
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.55%
% of All Funds
14.31%
New
99
Increased
858
Reduced
976
Closed
77
Calls
$3.06B
Puts
$4.33B
Net Calls
-$1.27B
Net Calls Change
-$484M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$622M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$385M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$237M
4
Jennison Associates
Jennison Associates
New York
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$182M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.27B
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$261M
3
Invesco
Invesco
Georgia
-$238M
4
SOMRS
State of Michigan Retirement System
Michigan
-$208M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIG
751
Roosevelt Investment Group
New York
$9.84M +$8.62M +90,222 +703%
OCM
752
Oakwood Capital Management
California
$9.79M -$43.5K -455 -0.4%
AC
753
Alley Company
Illinois
$9.78M -$99.3K -1,040 -1%
FTC
754
Farmers Trust Company
Ohio
$9.75M -$2.01K -21 -0%
RE
755
RBC Europe
United Kingdom
$9.75M +$9.75M +102,090 New
FHA
756
First Horizon Advisors
Tennessee
$9.75M +$50.6K +527 +0.5%
CTA
757
Colonial Trust Advisors
South Carolina
$9.72M +$95.6K +1,001 +1%
CCFCSB
758
Cape Cod Five Cents Savings Bank
Massachusetts
$9.59M -$964K -10,093 -9%
DY
759
Dowling & Yahnke
California
$9.58M -$7.55K -79 -0.1%
Point72 Asset Management
760
Point72 Asset Management
Connecticut
$9.55M -$17.4M -181,821 -65%
GLA
761
Great Lakes Advisors
Illinois
$9.54M -$5.93M -62,126 -38%
RWA
762
Ropes Wealth Advisors
Massachusetts
$9.51M -$179K -1,869 -2%
II
763
IFM Investors
Australia
$9.5M +$177K +1,848 +2%
VV
764
Verity & Verity
South Carolina
$9.48M +$68.7K +719 +0.7%
PI
765
Pettee Investors
Connecticut
$9.46M +$95.5K +1,000 +1%
MYLI
766
Meiji Yasuda Life Insurance
Japan
$9.43M -$47.8K -500 -0.5%
CSC
767
Cove Street Capital
California
$9.42M -$86K -900 -0.9%
HRC
768
Hoertkorn Richard Charles
$9.39M -$88.3K -925 -0.9%
ECM
769
Exchange Capital Management
Michigan
$9.38M -$959K -10,044 -9%
OC
770
Oakworth Capital
Alabama
$9.38M +$303K +3,331 +3%
OSAM
771
O'Shaughnessy Asset Management
Connecticut
$9.37M +$2.43M +25,480 +35%
SPIA
772
Steward Partners Investment Advisory
New York
$9.36M +$913K +9,555 +11%
BC
773
Brinker Capital
Pennsylvania
$9.35M -$182K -1,907 -2%
SCM
774
Suffolk Capital Management
New York
$9.27M -$55.8K -584 -0.6%
OMC
775
Overbrook Management Corp
New York
$9.23M -$252K -2,640 -3%
29 30
31
32 33